The Brown & Bigelow, Inc. Tax Deferral Savings Plan
Sponsored by Brown & Bigelow Inc. · EIN 411339572 · Plan #004
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 153
- With balances
- 121
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $38,959 |
| Boyum Barenscheer | Direct payment from the plan | $14,000 |